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In re Estate K.J.R.

March 08, 2002


Before Judges Stern, Lintner and Parker.

The opinion of the court was delivered by: Stern, P.J.A.D.


Submitted January 29, 2002

Petitioner, Bonnie G., appeals from a judgment of the Chancery Division, Probate Part, granting the motion of the administratrix of her husband's estate for summary judgment, and dismissing her petition to be substituted as administratrix. The parties appear to agree that such substitution would, in essence, recognize petitioner's intestate share as surviving spouse of Kevin R.. Respondent, Mildred R., decedent's mother, was appointed administratrix ad prosequendum after presenting a death certificate indicating that Kevin was divorced at the time of death. She claims that she thought that the divorce proceedings had been finalized by the time of Kevin's death and notes that petitioner executed a renunciation of "any claim ... to Letters of Administration . . . and request[ed] they be granted to" respondent. In any event, respondent now asserts that the property settlement agreement ("PSA"), executed by petitioner and Kevin in March of 1991, acted as a renunciation of all rights petitioner may have had to the estate and its administration.

Petitioner acknowledges that she commenced the action after becoming "aware of her rights, as [Kevin R.'s] widow, to funds available as a result of a nationwide class action lawsuit..." related to the transfusion of tainted blood affecting Kevin, who was a hemophiliac, diagnosed as being HIV positive before they were married, and infected with the AIDs virus at the time of his death.

Petitioner and Kevin were married in 1987 and separated in early 1991. They executed a PSA on March 1, 1991. Petitioner was represented by counsel at the time. In her answers to interrogatories petitioner indicated that she moved to California, as a result of a transfer by her employer, in November, 1991, and that she spoke to decedent "multiple times on the telephone" from there. She stated that "[d]uring April and May of 1992, [they] spent many hours on the phone discussing [their] situation," and had "an emotional reconciliation" before his death on July 5, 1992.

Petitioner's position was further developed in her depositions. She sought the separation because she "was physically and emotionally completely drained" as decedent became more ill. She testified that "[t]he sicker he became the less he paid[] attention to [her] and the more withdrawn he became...." She indicated that she nevertheless continued to take "care of him financially [and] medically," and provided for his health insurance through her employer's coverage. She asked for the PSA because, in the absence of one, she "was terrified . . . that Kevin's mother would have him declared incompetent and take power of attorney and make [her] life a living hell," apparently with reference to the marital premises which was titled in her name. The house was ultimately purchased by petitioner's employer upon her relocation to California, and the proceeds were split by her with Kevin.

Petitioner acknowledged that between execution of the PSA in March, 1991 and her move to California in November, there was no endeavor to reconcile. She claimed that the reconciliation occurred "around the April, May [1992] time frame" when they "talked on the phone a bunch." According to petitioner, "[t]here were about four or five really big conversations" during that period, and they "agreed that [they] loved each other" and "weren't going to get divorced." She admitted "[t]hat from the time . . . that [she was] trying to reconcile with Kevin [in] April or May of '92, up until the time that he passed away, [she] was never . . . in his presence." She was specifically asked what she meant by the term that they "reconciled," and answered "I think it means that you agree to care for the other one . . . and it means that you will-–that you'll be there emotionally for them and financially." Finally, petitioner acknowledged that they "never talked about" maintaining or vacating the PSA because it was drafted "for a very specific event . . . for fear of intervention [regarding] the house that was in [her] name." Her complaint for divorce was certified on April 1, 1992 and filed later that month.

Respondent contends that:

At the time of Kevin [R.]'s death in July, 1992 he resided in New Jersey with his girlfriend Ms. Paula [W.]; at this same time Petitioner resided in California, having relocated there in November, 1991; the parties never resumed living together after separation through the date of Kevin's death; at the time of Kevin's death, Petitioner . . . was on a sailing trip with her future (and now current) husband, Ron, where she was intimate with him on that trip; at no point after separation and at no point during any purported reconciliation did she ever resume cohabitation with Kevin.

Paula W. (now Paula G.) certified that Kevin moved in with her after a lease expired and lived with her "until the time of his death." She certified that, although "[d]ue to Kevin's illness [they] did not have a sexual relationship, [they] did sleep in the same bed" and "did everything together." She further certified that "at the time of Kevin's death, we were living together and involved in a boyfriend/girlfriend relationship [and that she] considered Kevin to be [her] best friend and lover," and that "[a]t no time did Kevin ever mention to [her] that he wanted to reconcile with his wife, Bonnie, nor did he express any intention to do so." Respondent also contends that petitioner stopped providing medical coverage and started a romantic relationship with her present husband while Kevin was still alive.

The appendices on this appeal are not clear in terms of what was before the trial judge on the motion for summary judgment. We are satisfied, nevertheless, that summary judgment was properly granted based on the depositions and interrogatory answers supplied by petitioner.

The petitioner and decedent had entered a counseled PSA, but they were not divorced at the time of Kevin's death. Decedent committed suicide over a year after execution of the PSA and four months after petitioner filed her complaint for divorce. If petitioner prevails, she will be the primary intestate successor of decedent's share of a settlement relating to the tainted blood which contributed to his depressed condition.

The PSA executed by petitioner expressly waived her dower interest, "right to take by intestacy," the spouse's elective share, and "right to act as administrator." See N.J.S.A. 3B:8-10 which presumes "waiver of all rights to an elective share . . . [and] all benefits which would otherwise pass to him from the other by intestate succession" by virtue of the execution of a PSA. See also N.J.S.A. 3B:8-1 (right to "elective share" where surviving spouse and decedent not living apart in different habitation at the time of death, "or had not ceased to cohabit as man and wife"); Probate of Alleged Will of Hughes, 244 N.J. Super. 322, 327 (App. Div. 1990). However, petitioner argues that she and ...

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